sfgov/form-700-schedule-a1-investments-stocks-bonds-and-mwqh-x2wn

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Form 700 Schedule A1 - Investments: Stocks, Bonds, and Other Interests

Form 700 Schedule A1 - Investments: Stocks, Bonds, and Other Interests

Investments in stocks, bonds, and other interests where ownership interest is less than 10% (including those held in IRA or 401K)

Link to Form 700 overview: http://www.fppc.ca.gov/Form700.html

This dataset contains records from Schedule A1 across all electronic Form 700 filings with the SFEC. To see all the data from a specific filing, you should search all the datasets listed

<a href="https://sfethics.org/disclosures/city-officer-disclosure/statement-of-economic-interests-city-officer-disclosure/data-statement-of-economic-interests">on this page</a> and filter by the filingId of the specific filing.

Columns

NameSocrata field nameColumn name in sgr mountData typeDescription
idididTextUnique identifier for the record
filerIdfileridfileridTextUnique ID of the person filing
dateDisposeddatedisposeddatedisposedCalendar dateDate the investment was disposed of
natureOfInvestmentOtherDescriptionnatureofinvestmentotherdnatureofinvestmentotherdTextDescription if nature is "other"
filingIdfilingidfilingidNumberUnique ID of the filing
filerNamefilernamefilernameTextName of the filer
fairMarketValuefairmarketvaluefairmarketvalueNumberFair market value of the investment (range floor)
departmentNamedepartmentnamedepartmentnameTextDepartment name of the filer
positionNamepositionnamepositionnameTextFiler's position
periodEndperiodendperiodendCalendar dateEnding period of this filing
partnershipAmountpartnershipamountpartnershipamountNumberIncome received if nature of investment is partnership (range floor)
fairMarketValueAsRangefairmarketvalueasrangefairmarketvalueasrangeTextFair market value of the investment
partnershipAmountAsRangepartnershipamountasrangepartnershipamountasrangeTextIncome received if nature of investment is partnership
nameOfBusinessEntitynameofbusinessentitynameofbusinessentityTextName of the business
natureOfInvestmentnatureofinvestmentnatureofinvestmentTextThe nature of the investment
businessDescriptionbusinessdescriptionbusinessdescriptionTextGeneral description of the business
filingDatefilingdatefilingdateCalendar dateDate of the filing
officesofficesofficesTextOffices held by the filer
periodStartperiodstartperiodstartCalendar dateStart period of this filing
dateAcquireddateacquireddateacquiredCalendar dateDate the investment was acquired

Upstream Metadata